Ad is loading...
PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$32.83
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets34.1B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
PEQSX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEQSX vs. VIVAX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEQSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. PEQSX (34.1B). VIVAX pays higher dividends than PEQSX: VIVAX (2.14) vs PEQSX (1.43). PEQSX was incepted earlier than VIVAX: PEQSX (13 years) vs VIVAX (32 years). PEQSX (0.54) is less costly to investors than VIVAX (0.17). PEQSX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (10.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.48 vs. PEQSX (-0.11). VIVAX (64.54) and PEQSX (62.84) have equivalent 5 years return.
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -4.677 | -4.652 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.1B | 191B | 18% |
| Annual Yield % from dividends | 1.43 | 2.14 | 67% |
| Returns for 1 year | -0.11 | 4.48 | -3% |
| Returns for 3 years | 9.79 | 9.28 | 106% |
| Returns for 5 years | 62.84 | 64.54 | 97% |
| Returns for 10 years | 72.97 | 90.29 | 81% |